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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
851
Stokes Family Office
Louisiana
$609K +$13.9K +240 +2%
ACA
852
Atlas Capital Advisors
Wyoming
$606K +$85.3K +1,472 +17%
GWM
853
GSB Wealth Management
Connecticut
$605K +$4.41K +76 +0.8%
RIA
854
Realta Investment Advisors
Delaware
$604K -$1.85K -32 -0.3%
AWM
855
Accel Wealth Management
Iowa
$603K +$232 +4 +0%
BWP
856
BSW Wealth Partners
Colorado
$602K -$83.5K -1,440 -12%
ONST
857
Old North State Trust
North Carolina
$602K – – –
DDC
858
DF Dent & Co
Maryland
$601K – – –
PO
859
Private Ocean
California
$599K +$27.4K +472 +5%
GIA
860
Gladstone Institutional Advisory
Florida
$596K +$5.1K +88 +0.9%
SVWAG
861
Sound View Wealth Advisors Group
Georgia
$593K +$90.9K +1,568 +19%
CAS
862
Cascadia Advisory Services
Oregon
$589K +$161K +2,784 +39%
LNWWM
863
Laird Norton Wetherby Wealth Management
California
$586K +$166K +2,868 +41%
FB
864
Fulton Bank
Pennsylvania
$586K +$572K +9,876 New
HIP
865
HUB Investment Partners
Texas
$584K -$195K -3,360 -25%
LFAS
866
Level Four Advisory Services
Texas
$582K -$97.8K -1,688 -15%
BAS
867
Brown Advisory Securities
Maryland
$581K -$54K -932 -9%
TNB
868
Thomasville National Bank
Georgia
$580K +$60.3K +1,040 +12%
BBHC
869
Brown Brothers Harriman & Co
New York
$580K +$431K +7,428 +316%
DI
870
Diligent Investors
California
$576K +$6.26K +108 +1%
OWA
871
Octavia Wealth Advisors
Ohio
$575K -$19.9K -344 -3%
YIH
872
Y-Intercept (HK)
Hong Kong
$574K +$561K +9,680 New
PFM
873
Parsec Financial Management
North Carolina
$573K -$9.97K -172 -2%
CAM
874
Crestone Asset Management
Colorado
$573K – – –
FMBTD
875
First Midwest Bank Trust Division
Illinois
$572K +$19.9K +344 +4%
33 34
35
36 37